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DFA US Targeted Value R1 DFTVX

Analyst rating as of
NAV / 1-Day Return
29.70  /  0.61 %
Total Assets
12.2 Bil
Adj. Expense Ratio
0.390%
Expense Ratio
0.390%
Fee Level
Low
Longest Manager Tenure
10.75 years
Category
Small Value
Investment Style
Small Value
Min. Initial Investment
0
Status
Open
TTM Yield
1.19%
Turnover
13%

Morningstar’s Fund Analysis DFTVX

Will DFTVX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

A broad and cost-effective small-value strategy.

Senior Analyst

Summary

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DFA US Targeted Value Portfolio follows a time-tested process focused on the small-value segment of the U.S. market. Its broad portfolio, cost-effective execution, and competitive fee support a Morningstar Analyst Rating of Silver.

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